Eliminate bookkeeping busy work by adopting simple, user-friendly automation.

5‑Step Checklist to Automate Bookkeeping

1. Choose cloud accounting - Select QuickBooks, Xero or Wave and create your company file and enable multi-user access. The benefit? Centralized records; accessible anywhere.

2. Turn on bank feeds & auto-capture - Connect business bank and credit cards; enable automatic invoice/receipt capture (mobile app or email). The benefit? Eliminates manual imports and lost receipts.

3. Create automation rules - Build categorization rules for recurring transactions and auto-match invoices to payments. The benefit? Faster categorization; fewer errors.

4. Weekly 30-minute review - Reconcile bank transactions, clear exceptions, and flag itmes for accountant review. The benefit? Keeps books audit-ready and cashflow visible.

5. Add one advisory workflow - Automate a monthly P&L snapshot email and a tax-reserve transfer rule. The benefit? Turns bookkeeping into decision-ready insight.